Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-06-08 02:51Group 1 - Nvidia's market capitalization reached $3.45 trillion, surpassing Microsoft to become the highest-valued public company globally, reflecting ongoing enthusiasm for AI in the capital markets [1][3] - Nvidia's stock price surged over 24% in the past month and more than 50% since April's low, indicating strong market confidence in its core business and growth prospects [1] - CoreWeave, a cloud computing service provider closely associated with Nvidia, saw its market value increase by 248% from $23 billion to $72 billion shortly after its IPO [1][8] Group 2 - Nvidia's revenue for Q1 of fiscal year 2026 increased by 69% year-over-year to $44 billion, significantly exceeding market expectations, with data center revenue rising 73% to $39.1 billion [6] - The demand for Nvidia's Blackwell architecture chips is expected to continue to exceed supply, driven by increased AI spending in the Middle East, particularly from Saudi Arabia and the UAE [7][11] - Analysts predict that the AI market opportunity in Saudi Arabia and the UAE could add $1 trillion to the global AI market in the coming years [7] Group 3 - Concerns about an "AI bubble" have emerged alongside the recent surge in Nvidia and CoreWeave's stock prices, with experts noting that recent AI product releases have not shown substantial breakthroughs [2][16] - The capital expenditure of major tech companies like Microsoft, Meta, and Amazon is projected to reach $330 billion by 2026, providing ongoing order support for Nvidia [17] - Despite the positive outlook for Nvidia, only 74% of long-term funds hold Nvidia stock, which is lower than that of other tech giants like Amazon and Microsoft [17] Group 4 - Apple is perceived to be lagging in the AI race, with expectations for its upcoming developer conference being low, particularly regarding AI announcements [12][13] - Apple's internal AI models are reportedly complex but have not yet been leveraged for a public-facing product, raising concerns about its competitive position in the AI space [13]